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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Mike Buckley who wrote (8718)	10/24/1999 5:24:00 PM
From: StockHawk	Respond to of 54805

>>What do you get when you combine a Gorilla with a Godzilla?<< Profits!! (I hope) StockHawk

To: Mike Buckley who wrote (8718)	10/24/1999 5:59:00 PM
From: Apollo	Read Replies (1) \| Respond to of 54805

Merlin......welcome back..... You've officially crowned Gemstar a gorilla. May I presume that you now think it is in a tornado? Are the winds really swirling around that much? Shall we expect huge earnings run-up in the early part of Y2K? Apollo

To: Mike Buckley who wrote (8718)	10/24/1999 6:13:00 PM
From: NY Stew	Respond to of 54805

Mike, TV Guide Interactive is scheduled to start advertising this month. I was incorrect with that statement. Advertising on the TV Guide IPG is to launch in November. The latter date is confirmed. The former was my erroneous translation of "shortly". Regards Stew

To: Mike Buckley who wrote (8718)	10/24/1999 7:43:00 PM
From: voop	Read Replies (1) \| Respond to of 54805

HI Mike * How can we measure second generation IPG subscribers/users to know we are in a tornado? I specified second generation IPG, trying to distinguish it from the programming guide with the numbers that lets you set the VCR. I thought EPG and IPG were interchangable but I can live with how you differentiate it. Can this EPG take us to the promised land? I thought that it was on mainstreet and the value chain ended with the STB licenses. It seemed to me it is the Godzilla, AOL-like aspect where Henry has negotiated most favorable terms for advertising and E-commerce that we were looking to tornado. And of course more licenses. The value chain for the latter seems more robust and you could get excellent seasonality with e-commerce. Voop